Investing Daily: How Google is Quietly Outpacing Apple and Leading the Tech World

Nov 17, 2025

The hosts explore Google's evolution into an AI powerhouse, emphasizing its adaptability while Apple struggles. They reveal insider insights on upcoming AI products like Gemini and VO3. A potential new search deal with Apple signifies Google's strategic maneuvering. The conversation turns to data as a dominant force, with comparisons to Netflix’s policies. They also discuss plans to shorten search pages to protect data, predicting a significant impact on SEO, while speculating on AI's role in enhancing YouTube's content creation.

Ask episode

AI Snips

Chapters

Transcript

Episode notes

INSIGHT

Google's Quiet AI Rise

Google quietly became a top AI leader by refocusing and executing effectively where others lost focus.
Rashad Bilal argues Google moved fast to invest in AI and righted the ship while Apple lagged behind.

ANECDOTE

Insider Tip Led To Successful Calls

Troy recounts tech contacts telling him Google's AI product was coming and he acted on that intel for investment calls.
He credits those conversations and early product previews for successful calls and positions.

INSIGHT

Gemini And VO3 Power Google's Edge

Gemini and VO3 rank among Google's strongest AI products and keep improving rapidly.
Troy emphasizes Google's product quality and consistent innovation as market-leading factors.

Get the Snipd Podcast app to discover more snips from this episode

Get the app

In this insightful Market Mondays clip, Rashad and Troy dive into Google’s evolution as an AI powerhouse, its strategy in the competitive tech landscape, and why it might just be one of the quiet leaders in artificial intelligence. The discussion starts with Rashad asking if Google is a sleeper AI company. Troy responds by praising Google’s flawless execution and adaptability, especially when Apple lost its focus. The duo highlight how Google invested in AI, redefining its approach to innovation and solidifying its presence as a tech titan. The clip explores Google’s strategic moves, such as the anticipated pipeline reduction in search pages and the company’s potential new deal with Apple to serve as the primary search engine. Rashad shares how industry insiders foresaw the arrival of major AI products from Google and how he benefited by making smart investment choices based on these trends. The hosts also discuss Gemini, Google’s standout AI product, and its continuous improvements, alongside other innovations like VO3. Troy draws comparisons to Netflix’s move to stop password sharing, emphasizing how data is the new oil and Google owns the pipeline and refineries. They reflect on Google’s powerful earnings, impressive product rollouts, and dominance in both AI and traditional search, underscoring how every innovation from Google prompts competitive responses in the tech sector. In a forward-looking segment, Rashad and Troy touch on the potential integration of Google’s AI technologies with YouTube, which could transform content creation for millions. They salute Google’s team for their ongoing innovation, while wishing Apple had taken a similar path. If you’re interested in the latest AI breakthroughs, competitive strategies in big tech, and how innovation is reshaping the digital landscape, this clip is not to be missed! *Hashtags:* #MarketMondays #GoogleAI #ArtificialIntelligence #TechInnovation #AILeadership #GeminiAI #YouTubeAI #SearchEngine #AppleVsGoogle #TechTalk #Innovation #BigTech #Finance #Investing #RashadBilal #TroyMillings

See omnystudio.com/listener for privacy information.